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CALAMOS ADVISORS LLC
CRD 105758File 801-29688
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$43.89B
Top 10% of cohort (national)
Discretionary AUM
$43.89B
Clients
1,957
1,957 accounts
Employees
300
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 29, 1987
- Principal office
- 2020 CALAMOS COURT, NAPERVILLE, IL, 60563-2787
- Phone
- 630-245-7200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $43.89B
- Discretionary AUM
- $43.89B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,957
- Non-discretionary accounts
- 0
- Total accounts
- 1,957
- AUM per client
- $22.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 70 | $554.9M |
| Insurance companies | 8 | $882.9M |
| Investment companies | 74 | $40.00B |
| Charitable organizations | 24 | $75.9M |
| High net worth individuals | 1,372 | $1.53B |
| Pension and profit sharing plans | 41 | $426.8M |
| State or municipal government entities | 4 | $49.5M |
| Individuals (other than high net worth individuals) | 364 | $369.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.